Liability-Responsive Asset Allocation

By Russell Investments · 2025 · RET201-114-25

A Russell Research reading, supplied by the Society of Actuaries as study note RET201-114-25 in the RET 201 syllabus. According to the course strategy guide, it discusses how asset allocation might depend on funded status.

On the syllabus

Exam RET-201 — RET201-114-25: Liability-Responsive Asset Allocation, Russell Research; outcome 4b.

Contents unavailable The syllabus states that study notes are part of the required syllabus and are not available electronically. No copy could be found online, and no source lists its sections. This page records only the citation and assignment from the syllabus, the introductory study note and the course strategy guide.

Sources

RET 201 Syllabus, Mar 2027/Jul 2027 (SOA) — the citation ("RET201-114-25: Liability-Responsive Asset Allocation, Russell Research") and the learning outcome; the syllabus names Russell Research as the source and gives no date, so Russell Investments (the firm behind Russell Research) is given as author and publisher and the year is the one in the study-note code
RET 201 Introductory Study Note, March 2027/July 2027 (SOA) — the study-note code RET201-114-25 and its former code RPIRM-134-14 and its title in the list of study notes for this course
RET 201 Course Strategy Guide, 2026-2027 (SOA) — the description that it discusses how asset allocation might depend on funded status